QuickBooks Cash and Envelopes - Problems with proper posting, etc

I know it's important to ensure everything is reconciled, @stine0804.

I appreciate you taking the time to reach out to us here in the Community. I'm here to share some information about Envelopes and Cash account. 

Envelopes in QuickBooks make it easy to set aside funds for future expenses. The Cash Flow menu doesn't include envelopes as part of your QuickBooks Cash total balance. On the contrary, in the Banking menu, you'll see the total balance of your Cash account, including your envelopes. 

When transferring funds, it moves from QuickBooks Cash to envelopes instantly. It takes a bit longer to transfer money from an external bank account to an envelope, usually 3 - 5 business days. You can find more information about this topic in this article: Learn more about QuickBooks Cash accounts and the Cash Flow menu.

If they're not showing up in your account, I'd suggest reaching out again to our Payments Support team. They can take a closer look at your account and check this further. 

Here's how:

1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.
   

I'm also linking these helpful resources about reconciliation:

• Reconcile an account
• Fix issues for accounts you've reconciled in the past
• Fix issues the first time you reconcile an account

Please let me know how it goes or if you have any other issues or concerns. I want to make sure everything is taken care of for you. I'm always here to assist. Have a great day

Hi  @stine0804, 

Hope you’re doing great. I wanted to see how everything is going about working with Envelopes and Cash account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime. 

Looking forward to your reply. Have a pleasant day ahead! 

Unfortunately, it was not. I transferred everything out to my normal bank account and have to manually do a reconciliation now between all the account to properly reflect on the balance sheet and in my transactions. It was a nightmare and I still have two items that I am not quite clear on how to book. 

For now, I will not be using QB cash at all since the processes are not aligned and having so many different issues with one bank account (paper statement, online transaction list, reconciliation screen not matching, invoices not being allocated or available to match, etc.).

I am having a very similar problem with a client’s envelopes. The transfers to and from the checking account and the envelopes show on the bank statement, but not online. I tried chatting with support for 2 HOURS to fix this and all I got was I must have made adjustments when I reconciled (not that they could show me any evidence of that). I just need to know how to get the transfers to show so the envelope amounts will be correct. I tried creating regular transfers, but that completely throws off the reconciliation of the main checking account. It’s like the main account doesn’t recognize the money from envelopes coming into or out of it. I just started working on this clients books and as far as I can tell this was not an issue until a couple of months ago. 

I hear your sentiments, and I totally understand the urgency of getting this resolved, Devee.

I’ll ensure you'll get the help you need and route you in the right direction of support to solve the issue with transfers not posted online but shown in the bank statement.

As much as I'd like to take care of this, the Community is a public platform, and we want to protect your security and privacy. Thus, I recommend contacting our Customer Care Team to check your account securely. I understand you've already reached out to them. However, it would be best to contact them again since they have the tools to look into your account and perform a screen-sharing session to do further investigation into this behavior.

You can contact them via phone call by clicking on this article and following the detailed steps, depending on your product: Contact Payments Support.

Please let me know if you need anything else or have further concerns about managing your QuickBooks account. Just leave a comment below. Have a great day ahead!